We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the very first locations that you’re gon na wan na go is up here to your account. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to check other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place maybe in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use numerous calendars to check for disputes more than just the one that you have chosen up here and you can likewise specify which calendar to include those appointments to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections established correctly. Simply choose include calendar account here and you can verify with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to submit an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile image here along with your name and possibly a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your business logo design or some other image that you wish to include here. And lastly, we can click the my link.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your business or possibly it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your website or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those changes occur. I’m gon na click my link here simply to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two occasions presently that people can pick from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our primary page here on the house screen where you can add and edit existing events. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either create an individually conference or a group conference. Now a group conference lets multiple guests meet with you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. However in many cases, most of individuals are utilizing Calendly for individually conference.
So let’s state create for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really basic here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add an area and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending upon the option that you pick, you may have some additional choices waiting for you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their contact number. I need to know who I’m calling or I can pick this option, my guest needs to call me. In this case, I can include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually scheduled the consultation. If somebody is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s only after they’ve scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na conserve that option here. Down listed below we can add a description which is something you don’t wan na ignore specifically if you have multiple events that you’re gon na be offering to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I just paste this link and copy, they know what they’re getting also.
Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of